Written by: Corey Janoff Looking back at my first home purchase, it turns out, I got fairly lucky. I was in a buyers’ market, the home appreciated in value quickly following the purchase, and it was a nice home for my current situation. As you’ll see below, this may...
Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of residency or fellowship, you can see the light at the end of the tunnel! Now is time to get your financial house teed up for success as a you will soon morph into a new...
Written by: Corey Janoff One of the most common goals I hear from my clients is wanting to achieve financial independence. With Independence Day just behind us, this is a good time to talk through what you may need to do to achieve financial independence. When you...
Written by: Derek Melvin Estate planning is one of the most important steps you can take to protect your family, your finances, and your legacy. It is also the hardest topic to discuss in a personal financial plan, as you are planning for how your assets and wishes...
Written by: Corey Janoff For parents, saving some money for college for their kids is often a financial goal. Everyone has different goals for how much college they want to pay for. Some may want to pay for all of it, others only a portion. Many of you have heard of...
Written by: Derek Melvin Looking into long-term disability insurance for doctors can be a daunting task. Although disability insurance is a simple concept, which is protecting your income if you cannot work anymore, disability insurance policies can be complex. With...
